Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.75 Billion
  • Q2 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 2,025 shares of DSI stock, worth $244,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,025
Previous 2,040 0.74%
Holding current value
$244,215
Previous $208,000 12.98%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$91.62 - $116.16 $1,374 - $1,742
-15 Reduced 0.74%
2,025 $235,000
Q1 2025

Apr 21, 2025
BUY
$101.98 - $115.66 $305 - $346
3 Added 0.15%
2,040 $208,000
Q4 2024

Jan 17, 2025
BUY
$107.41 - $115.71 $18,367 - $19,786
171 Added 9.16%
2,037 $224,000
Q3 2024

Nov 08, 2024
SELL
$97.81 - $108.79 $34,331 - $38,185
-351 Reduced 15.83%
1,866 $203,000
Q2 2024

Aug 13, 2024
BUY
$94.27 - $104.77 $69,476 - $77,215
737 Added 49.8%
2,217 $230,000
Q1 2024

Apr 30, 2024
BUY
$89.27 - $100.81 $41,778 - $47,179
468 Added 46.25%
1,480 $149,000
Q4 2023

Jan 30, 2024
SELL
$77.74 - $91.23 $109,224 - $128,178
-1,405 Reduced 58.13%
1,012 $92,000
Q3 2023

Oct 17, 2023
SELL
$80.77 - $87.25 $7,592 - $8,201
-94 Reduced 3.74%
2,417 $196,000
Q2 2023

Jul 19, 2023
SELL
$76.24 - $84.24 $172,759 - $190,887
-2,266 Reduced 47.44%
2,511 $211,000
Q1 2023

May 10, 2023
SELL
$71.07 - $79.2 $32,052 - $35,719
-451 Reduced 8.63%
4,777 $372,000
Q4 2022

Feb 14, 2023
SELL
$66.36 - $76.94 $17,452 - $20,235
-263 Reduced 4.79%
5,228 $375,000
Q3 2022

Oct 26, 2022
BUY
$66.97 - $81.69 $367,732 - $448,559
5,491 New
5,491 $367,000

Others Institutions Holding DSI

# of Institutions
618
Shares Held
25.2M
Call Options Held
1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email